Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Costello is a registered representative with Citigroup Global Markets Inc. Nelson has been in the industry since December 2020 and is licensed to sell securities in all 50 states and the District of Columbia. Nelson is also licensed to sell investment banking products. The advisor’s registrations were approved on August 22, 2022. Nelson specializes in financial planning, pension consulting, and asset allocation advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
12/17/2020 - Present
Citigroup Global Markets Inc. (Dallas TX)
BC
Issued 10/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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